The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED DRAIN SYS INC DEL COM 00790R104 40,569 1,402,300 SH   SOLE N/A 1,402,300 0 0
ALASKA AIR GROUP INC COM 011659109 361,685 4,552,364 SH   SOLE N/A 4,552,364 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 81,543 2,100,000 SH   SOLE N/A 2,100,000 0 0
ANADARKO PETE CORP COM 032511107 11,320 187,444 SH   SOLE N/A 187,444 0 0
ANGIES LIST INC COM 034754101 2,777 551,000 SH   SOLE N/A 551,000 0 0
APACHE CORP COM 037411105 9,790 250,000 SH   SOLE N/A 250,000 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 10,569 300,000 SH   SOLE N/A 300,000 0 0
AVIS BUDGET GROUP COM 053774105 60,535 1,385,869 SH   SOLE N/A 1,385,869 0 0
BOYD GAMING CORP COM 103304101 125,258 7,684,555 SH   SOLE N/A 7,684,555 0 0
CANADIAN PAC RY LTD COM 13645T100 85,632 596,450 SH   SOLE N/A 596,450 0 0
CHAMPIONS ONCOLOGY INC COM 15870P307 4,458 833,333 SH   SOLE N/A 833,333 0 0
CHEGG INC COM 163092109 57,680 8,000,000 SH   SOLE N/A 8,000,000 0 0
CHURCHILL DOWNS INC COM 171484108 172,152 1,286,544 SH   SOLE N/A 1,286,544 0 0
CIGNA CORPORATION COM 125509109 13,502 100,000 SH   SOLE N/A 100,000 0 0
CLEAN HARBORS INC COM 184496107 86,534 1,968,027 SH   SOLE N/A 1,968,027 0 0
COMERICA INC COM 200340107 2,672 65,000 SH   SOLE N/A 65,000 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 16,449 1,102,487 SH   SOLE N/A 1,102,487 0 0
COPA HOLDINGS SA CL A P31076105 61,939 1,477,200 SH   SOLE N/A 1,477,200 0 0
COSTAR GROUP INC COM 22160N109 11,076 64,000 SH   SOLE N/A 64,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 28,747 455,000 SH   SOLE N/A 455,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 671,516 14,965,809 SH   SOLE N/A 14,965,809 0 0
DOVER MOTORSPORTS INC COM 260174107 1,552 671,931 SH   SOLE N/A 671,931 0 0
EAGLE MATERIALS INC COM 26969P108 13,053 190,781 SH   SOLE N/A 190,781 0 0
ELDORADO RESORTS INC COM 28470R102 25,728 2,852,335 SH   SOLE N/A 2,852,335 0 0
ENSIGN GROUP INC COM 29358P101 10,658 250,000 SH   SOLE N/A 250,000 0 0
EVINE LIVE INC CL A 300487105 11,116 4,242,900 SH   SOLE N/A 4,242,900 0 0
EXPEDIA INC DEL COM NEW 30212P303 442,453 3,759,800 SH   SOLE N/A 3,759,800 0 0
FIRST MARBLEHEAD CORP COM NEW 320771207 206 60,000 SH   SOLE N/A 60,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,905 110,000 SH   SOLE N/A 110,000 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 4,118 425,000 SH   SOLE N/A 425,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 123,343 4,152,963 SH   SOLE N/A 4,152,963 0 0
GENERAL MTRS CO COM 37045V100 69,153 2,303,550 SH   SOLE N/A 2,303,550 0 0
GENESEE & WYO INC CL A 371559105 27,258 461,382 SH   SOLE N/A 461,382 0 0
GLOBAL EAGLE ACQUISITION COR COM 37951D102 332,703 28,981,072 SH   SOLE N/A 28,981,072 0 0
GOLDEN ENTMT INC COM 381013101 5,952 658,457 SH   SOLE N/A 658,457 0 0
GREENBRIER COS INC COM 393657101 27,795 865,614 SH   SOLE N/A 865,614 0 0
GRUBHUB INC COM 400110102 5,355 220,000 SH   SOLE N/A 220,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 34,317 2,051,200 SH   SOLE N/A 2,051,200 0 0
INTERCONTINENTALEXCHANGE GRO COM 45866F104 11,280 48,000 SH   SOLE N/A 48,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 15,330 1,000,000 SH   SOLE N/A 1,000,000 0 0
INVESCO LTD SHS G491BT108 17,645 565,000 SH   SOLE N/A 565,000 0 0
INVESTMENT TECHNOLOGY GRP NE COM 46145F105 3,669 275,000 SH   SOLE N/A 275,000 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,100 79,973 SH   SOLE N/A 79,973 0 0
MASONITE INTL CORP NEW COM 575385109 16,478 272,000 SH   SOLE N/A 272,000 0 0
MELCO CROWN ENTMT LTD ADR 585464100 4,065 295,400 SH   SOLE N/A 295,400 0 0
MGM RESORTS INTERNATIONAL COM 552953101 32,472 1,760,000 SH   SOLE N/A 1,760,000 0 0
MOELIS & CO CL A 60786M105 2,626 100,000 SH   SOLE N/A 100,000 0 0
NEWFIELD EXPL CO COM 651290108 6,662 202,500 SH   SOLE N/A 202,500 0 0
OWENS CORNING NEW COM 690742101 81,505 1,944,762 SH   SOLE N/A 1,944,762 0 0
PENN NATL GAMING INC COM 707569109 99,695 5,941,300 SH   SOLE N/A 5,941,300 0 0
PENNYMAC FINL SVCS INC CL A 70932B101 2,720 170,000 SH   SOLE N/A 170,000 0 0
PGT INC COM 69336V101 13,829 1,126,172 SH   SOLE N/A 1,126,172 0 0
PINNACLE ENTMT INC COM 723456109 51,515 1,522,300 SH   SOLE N/A 1,522,300 0 0
POZEN INC COM 73941U102 22,545 3,863,699 SH   SOLE N/A 3,863,699 0 0
PRICELINE COM INC COM NEW 741503403 162,839 131,655 SH   SOLE N/A 131,655 0 0
PROVIDENCE SVC CORP COM 743815102 6,540 150,066 SH   SOLE N/A 150,066 0 0
PURECYCLE CORP COM NEW 746228303 29,616 5,982,970 SH   SOLE N/A 5,982,970 0 0
Q2 HLDGS INC COM 74736L109 3,832 155,000 SH   SOLE N/A 155,000 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 79,761 2,652,514 SH   SOLE N/A 2,652,514 0 0
RITE AID CORP COM 767754104 41,500 6,836,922 SH   SOLE N/A 6,836,922 0 0
RMG NETWORKS HLDG CORP COM 74966K102 2,866 3,412,075 SH   SOLE N/A 3,412,075 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 32,483 3,108,400 SH   SOLE N/A 3,108,400 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 30,782 917,500 SH   SOLE N/A 917,500 0 0
SOUTHWEST AIRLS CO COM 844741108 217,208 5,710,000 SH   SOLE N/A 5,710,000 0 0
SPIRIT AIRLS INC COM 848577102 15,081 318,827 SH   SOLE N/A 318,827 0 0
STATE STR CORP COM 857477103 4,772 71,000 SH   SOLE N/A 71,000 0 0
STIFEL FINL CORP COM 860630102 6,315 150,000 SH   SOLE N/A 150,000 0 0
STONE ENERGY CORP COM 861642106 4,960 1,000,000 SH   SOLE N/A 1,000,000 0 0
STONE ENERGY CORP NOTE 1.750% 3/0 861642AN6 4,201 5,000,000 SH   SOLE N/A 5,000,000 0 0
TRIPADVISOR INC COM 896945201 106,024 1,682,390 SH   SOLE N/A 1,682,390 0 0
TRUECAR INC COM 89785L107 42,854 8,225,324 SH   SOLE N/A 8,225,324 0 0
UNITED CONTL HLDGS INC COM 910047109 285,409 5,380,000 SH   SOLE N/A 5,380,000 0 0
UNITED RENTALS INC COM 911363109 45,338 755,000 SH   SOLE N/A 755,000 0 0
VANTIV INC CL A 92210H105 4,043 90,000 SH   SOLE N/A 90,000 0 0
VIRGIN AMER INC COM VTG 92765X208 77,514 2,264,492 SH   SOLE N/A 2,264,492 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 5,327 53,000 SH   SOLE N/A 53,000 0 0
VISA INC COM CL A 92826C839 17,972 258,000 SH   SOLE N/A 258,000 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 43,090 500,000 SH   SOLE N/A 500,000 0 0
WEX INC COM 96208T104 13,113 151,000 SH   SOLE N/A 151,000 0 0
WYNN RESORTS LTD COM 983134107 17,981 338,500 SH   SOLE N/A 338,500 0 0